Berkshire Hathaway bets big on Google, aviation, and real estate 💵 $BRK.B 😇
Berkshire Hathaway reported a stock portfolio worth approximately $299.3 billion as of June 30, 2026, and the second quarter shows a very interesting change in the company's pace of activity.
After a long period during which Berkshire was mainly selling stocks and accumulating cash, in the second quarter it made purchases totaling approximately $23.5 billion, one of its most aggressive buying periods in recent years.
1️⃣Google is the big story
The most prominent move was a significant increase in its Google holding. Class A shares, $GOOGL, an increase of approximately 45% in the number of shares, to a value of approximately $28.2 billion, about 9.4% of the portfolio. Class C shares, $GOOG, a jump of approximately 658% in the number of shares, to a value of approximately $9.6 billion, about 3.2% of the portfolio.
Together, Berkshire now holds approximately $37.8 billion in Google, making it one of Berkshire's three largest holdings.
2️⃣ Delta Air Lines - $DAL
Berkshire increased its holding in Delta Air Lines by approximately 44%, an addition of about 17.5 million shares.
The value of the holding reached approximately $5.4 billion, about 1.8% of the portfolio.
This is a particularly interesting move, as it shows that Berkshire is not only focusing on technology, but continues to look for companies where it sees potential for improvement in cash flow and profitability.
3️⃣Further exposure to the US housing market - $LEN
Berkshire increased its holding in Lennar by approximately 30%, to a value of about $1.2 billion. But here the picture is broader: Berkshire also opened a new position in D.R. Horton, and simultaneously completed the acquisition of Taylor Morrison in July for approximately $6.8 billion.
Therefore, it appears that the investment in Lennar is part of a broader move by Berkshire to increase exposure to the US housing market.
This is particularly interesting at a time when high home prices and interest rates still make it difficult for home buyers, but Berkshire is likely looking beyond short-term weakness.
4️⃣ Macy's - $M
Another holding that grew sharply is Macy's, with an increase of approximately 142% in the number of shares.
The value is still relatively small, only about $173 million, about 0.1% of the portfolio, and therefore this is a position that does not change Berkshire's overall picture.
But it is interesting in terms of business type; Berkshire continues to look for traditional consumer companies where it identifies potential for value.
Let's summarize: the most interesting thing in the report is not just which stock Berkshire bought, but where it is directing its money.
For the first time in Berkshire's history, it is going deeper into Google, finally creating deep and significant exposure to AI, cloud, and computing infrastructure.